每日新闻更新 — 美联储在利率上的决策 The Daily Update – FOMC rate decision

正如预期的那样,美联储(FOMC)将联邦基金利率上调25个基点至2.00-2.25%,对2018年、2019年和2020年点图中位数的预测分别维持在2.375%、3.125%和3.375%,目前对2021年的中位数的预测与2020年相同,为3.375%。美联储还对其六月份对2018年和2019年的GDP增长的预测进行了上调,但总体上仍然认为该增长率将在2020年回落至2%,在2021年回落至1.8%。在公告发布后的声明中,美联储删除了一个指明政策仍然是“宽松的”短语。这一变化在8月的会议纪要中已经强烈暗示过。(该声明)没有提到对美联储目前的资产负债表政策进行一次更新的事宜。

在新闻发布会上,美联储主席杰罗姆·鲍威尔(Jerome Powell)强烈淡化了从联邦公开市场委员会声明中删除关于政策“宽松”这一短语的重要性,并多次表示,这一变化并非想在利率“很明显仍为宽松”之时就未来的政策发出某一信号。他还指出,美元仅部分收复了2017年的跌幅。这几乎反映不出美联储对于近期美元走强有过度的关注。鲍威尔再一次强调关税和持续的贸易争端是一种风险,然而,他坚持首选“观望态度”;在杰克逊霍尔会议期间他也表达了这种态度。当被问及低失业率环境下的通胀前景时,他还指出,我们“生活在一个有着强烈锚定的通胀预期的世界”。当直接询问美联储是否愿意因新兴市场压力而停止加息时,鲍威尔表示,美联储肯定会考虑新兴市场的发展并意识到美联储政策对世界其他地区的影响,但他提醒大家,美联储的授权只是国内的授权。

像以往一样,唐纳德·特朗普在事件发生后的新闻发布会上就美联储的举措发表了自己的看法。特朗普说,“我们目前做得很好,但不幸的是,他们就因此把利率提高了一点。对此我并不高兴。”;他补充说,“他们好像就喜欢提高利率,这一点着实让我担心,用这个钱我们可以做其他事情。”特朗普批评鲍威尔的利率政策已经不是第一次;他曾经说过,美联储主席不是他所希望的(推行)“廉价货币”的银行家。

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